| Allianz Asset Management GmbH | 924.1K | $93.3M | $189.4K | Cut−$284.1K |
| AE Wealth Management LLC | 781.1K | $78.9M | $160.2K | Cut−$22.2M |
| Delta Investment Management, LLC | 615.6K | $62.2M | $2.12K | Added$61.1M |
| CAPTRUST FINANCIAL ADVISORS | 526.3K | $53.1M | $107.9K | Cut−$19M |
| Beacon Capital Management, LLC | 486.7K | $49.1M | $99.7K | Cut−$10.9M |
| GOLDMAN SACHS GROUP INC | 386.9K | $39.1M | $39.7K | Added$19.6M |
| LPL Financial LLC | 315.6K | $31.9M | $46K | Added$9.23M |
| Summit Financial Wealth Advisors, LLC | 302.9K | $30.6M | $56.7K | Added$2.69M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 279.1K | $28.2M | $54.2K | Added$1.57M |
| Parallel Advisors, LLC | 240.2K | $24.3M | $27.5K | Added$10.7M |
| ACCESS FINANCIAL SERVICES, INC. | 234.4K | $23.7M | $30K | Added$8.96M |
| Authentikos Wealth Advisory, LLC | 206.5K | $20.9M | $9.53K | Added$16.2M |
| Biltmore Wealth Management, LLC | 183.4K | $18.5M | $1.28K | Added$17.9M |
| SMART Wealth LLC | 152.6K | $15.4M | $3.82K | Added$13.5M |
| Mid-American Wealth Advisory Group, Inc. | 128.2K | $12.9M | $0 | Held |
| ROYAL BANK OF CANADA | 108.5K | $11M | $16.9K | Added$2.25M |
| Citadel | 95.8K | $9.68M | $1.35K | Added$9.01M |
| Essex Financial Services, Inc. | 88K | $8.88M | $16.7K | Added$679.4K |
| Bridgewealth Advisory Group, LLC | 72.3K | $7.3M | $14.8K | Cut−$593K |
| Tower Research Capital LLC (TRC) | 65.6K | $6.63M | — | New |
| Private Advisory Group LLC | 64.6K | $6.52M | $13.1K | Added$72.9K |
| Kooman & Associates | 63.6K | $6.42M | $13K | Cut−$395.8K |
| Trajan Wealth LLC | 54.3K | $5.49M | $11.1K | Cut−$630.5K |
| ABLE Financial Group, LLC | 53.1K | $5.36M | $8.16K | Added$1.34M |
| Aegis Wealth Management, Inc. | 44.7K | $4.51M | $9.16K | Cut−$1.29M |
| SFG Wealth Management, LLC. | 35.1K | $3.54M | — | New |
| Southland Equity Partners LLC | 34.3K | $3.46M | $4.48K | Added$1.28M |
| OSAIC HOLDINGS, INC. | 32.5K | $3.28M | $6.5K | Cut−$19.9K |
| Independent Advisor Alliance | 30.8K | $3.11M | — | New |
| Farther Finance Advisors, LLC | 30.7K | $3.09M | −$2.64K | Added$224.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.8K | $3.01M | — | New |
| Addison Capital Co | 27.9K | $2.81M | $5.12K | Added$294.3K |
| Legacy Capital Wealth Partners, LLC | 27K | $2.72M | $5.59K | Added$8.41K |
| Csenge Advisory Group | 23.5K | $2.37M | $4.84K | Cut−$3.3M |
| Precision Wealth Strategies, LLC | 23.5K | $2.37M | $3.65K | Added$574.8K |
| Boomfish Wealth Group, LLC | 20.5K | $2.07M | $2.98K | Added$572.2K |
| FSR Wealth Management Ltd. | 19.9K | $2.01M | $4.05K | Cut−$1.62M |
| Integrated Wealth Concepts LLC | 19.6K | $1.98M | $3.92K | Added$18.8K |
| POM Investment Strategies, LLC | 17.9K | $1.81M | — | New |
| Astoria Portfolio Advisors LLC. | 17.5K | $1.77M | −$6 | Added$568.2K |
| MML INVESTORS SERVICES, LLC | 16.8K | $1.69M | $2.87K | Added$285.1K |
| PATTEN & PATTEN INC/TN | 16.2K | $1.63M | $3.32K | Cut−$35.3K |
| WCG Wealth Advisors LLC | 16.1K | $1.62M | $2.74K | Added$256.6K |
| STIFEL FINANCIAL CORP | 15.2K | $1.53M | $2.17K | Added$466.1K |
| SEI INVESTMENTS CO | 14.8K | $1.49M | — | New |
| Apella Capital, LLC | 13.7K | $1.38M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 13.4K | $1.36M | $2.61K | Added$69.7K |
| FreeGulliver LLC | 13K | $1.31M | $1.02K | Added$808.8K |
| Elevated Capital Advisors, LLC | 12.4K | $1.26M | $2.53K | Cut−$2.52M |
| HOWARD BAILEY SECURITIES, LLC | 12.3K | $1.24M | $2.52K | Cut−$1.74M |
| Snowden Capital Advisors LLC | 11.3K | $1.14M | −$1.3K | Cut−$148.7K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 11.3K | $1.14M | $1.24K | Added$537.5K |
| Integrated Wealth Management | 10.2K | $1.03M | $2.07K | Cut−$1.06M |
| Outlook Wealth Advisors, LLC | 10.1K | $1.02M | $2.07K | Cut−$2.37M |
| Trek Financial, LLC | 9.91K | $1M | $2.03K | Cut−$545.8K |
| Base Wealth Management LLC | 8.12K | $820.2K | $1.69K | Cut−$2.78M |
| Private Advisor Group, LLC | 7.96K | $803.5K | $1.64K | Added$4.77K |
| JANE STREET GROUP, LLC | 7.89K | $796.6K | $1.62K | Cut−$3.74M |
| FSA Advisors, Inc. | 7.66K | $773.6K | $1.48K | Cut−$586.3K |
| Williams & Novak, LLC | 7.06K | $710.8K | — | New |
| Great Lakes Retirement, Inc. | 6.63K | $669.8K | −$798 | Cut−$351.8K |
| FWG Investments, LLC. | 6.43K | $649.1K | $1.27K | Cut−$628.9K |
| Networth Advisors, LLC | 6.12K | $618.4K | $1.27K | Cut−$449.3K |
| Mutual Advisors, LLC | 6.12K | $617.6K | — | New |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5.93K | $599.1K | — | New |
| Founders Financial Alliance, LLC | 5.89K | $594.5K | $1.15K | Added$2.67K |
| B.O.S.S. Retirement Advisors, LLC | 5.16K | $520.5K | $1.06K | Cut−$501.2K |
| Stratos Wealth Partners, LTD. | 4.87K | $491.2K | $997 | Cut−$140K |
| Kestra Advisory Services, LLC | 4.8K | $484.4K | $986 | Cut−$69.9K |
| RAYMOND JAMES FINANCIAL INC | 4.54K | $458.7K | — | New |
| TOUNJIAN ADVISORY PARTNERS, LLC | 4.34K | $437.8K | $899 | Cut−$41K |
| Sanctuary Advisors, LLC | 4.1K | $414.2K | — | New |
| Centennial Advisors, LLC | 4.08K | $411.5K | $807 | Cut−$639.5K |
| CARY STREET PARTNERS FINANCIAL LLC | 3.77K | $381.2K | $713 | Added$31K |
| BROWN ADVISORY INC | 3.43K | $346.3K | $703 | Cut−$1.92K |
| Visionary Wealth Advisors | 3.22K | $325.3K | $693 | Cut−$19K |
| LifeWealth Investments, LLC | 3.22K | $325.2K | $679 | Cut−$475.4K |
| Key Capital Management, INC | 3.1K | $313.5K | $637 | Cut−$404.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2.95K | $298.2K | $605 | Cut−$4.13K |
| Lodestone Wealth Management LLC | 2.89K | $291.9K | $574 | Cut−$33.7K |
| EVOLUTION WEALTH MANAGEMENT INC. | 2.77K | $280K | $568 | Cut−$105.2K |
| Security Financial Services, INC. | 2.46K | $248.5K | $479 | Added$13K |
| Quest 10 Wealth Builders, Inc. | 2.41K | $243.7K | $495 | Cut−$184.5K |
| Blackston Financial Advisory Group, LLC | 2.31K | $233K | $473 | Cut−$147.4K |
| Triad Wealth Partners, LLC | 2.24K | $226K | — | New |
| Lloyd Advisory Services, LLC. | 2.19K | $221.6K | $497 | Cut−$3.72M |
| Kingdom Financial Group LLC. | 2.19K | $221.6K | $511 | Cut−$108.3K |
| Krilogy Financial LLC | 2.03K | $204.6K | −$309 | Added$94 |
| Rialto Wealth Management, LLC | 1.75K | $177K | $359 | Cut−$44 |
| HARBOR INVESTMENT ADVISORY, LLC | 1.5K | $151.5K | — | New |
| WELLS FARGO & COMPANY/MN | 452 | $45.6K | $92 | Cut−$161.5K |
| Root Financial Partners, LLC | 450 | $45.4K | — | New |
| Mosley Wealth Management | 441 | $44.6K | — | New |
| BANK OF MONTREAL /CAN/ | 395 | $39.9K | $81 | Added$81 |
| NewEdge Advisors, LLC | 37.6K | $37.6K | — | New |
| CoreCap Advisors, LLC | 285 | $28.8K | $58 | Added$58 |
| HUNTINGTON NATIONAL BANK | 240 | $24.2K | — | New |
| CWM, LLC | 223 | $22.5K | $22.5K | Added$22.5K |
| GeoWealth Management, LLC | 141 | $14.2K | $29 | Cut−$6.32K |
| Thrivent Financial for Lutherans | 100.6K | $10.2K | −$9 | Added$1.51K |
| Golden State Equity Partners | 100 | $10.1K | — | New |
| Geneos Wealth Management Inc. | 98 | $9.9K | $12 | Added$113 |
| Decker Retirement Planning Inc. | 93 | $9.39K | $19 | Cut−$6.13K |
| IFP Advisors, Inc | 77 | $7.78K | $16 | Added$16 |
| FIFTH THIRD BANCORP | 71 | $7.17K | — | New |
| MORGAN STANLEY | 51 | $5.15K | — | New |
| HHM Wealth Advisors, LLC | 50 | $5.05K | — | New |
| Janney Montgomery Scott LLC | 29.7K | $3K | $6 | Cut−$40 |
| Financial Connections Group, Inc. | 15.1K | $1.52K | $2 | Added$785 |
| Holos Integrated Wealth LLC | 15 | $1.51K | — | New |
| US BANCORP \DE\ | 12 | $1.21K | — | New |
| Cambridge Investment Research Advisors, Inc. | 10.8K | $1.09K | $2 | Cut−$543 |
| Sound Income Strategies, LLC | 2 | $201 | — | New |
| HANTZ FINANCIAL SERVICES, INC. | 12 | $1 | — | New |